BUSINESS PLANNING WORKSHOP

Creating a Written Business Plan for 2026

Wednesday, December 10 - Friday, December 12, 2025

The Joule Hotel

1530 Main St

Dallas, TX 75201

If you're tired of half-baked strategies and endless excuses, it's time to step up.

The Perfect RIA Business Planning Workshop is where real advisors get real results. No fluff, just hard-hitting strategies that have been battle-tested in the trenches of real-world practices.

Led by industry powerhouses Matthew Jarvis, CFP, and Micah Shilanski, CFP, this event isn't for everyone. It's for the elite advisors ready to challenge themselves, break through barriers, and set the stage for an unstoppable 2025.

Leave with a plan you’ll actually use, a network that keeps you accountable, and a fire to make things happen.

This workshop isn’t for those who settle. It’s for financial advisors who:

Demand more from their business and themselves.
Refuse to waste time on theories and "best practices" that don't deliver.
Are serious about getting extreme accountability from peers who don't tolerate excuses.
Want to surround themselves with top performers who will push them to new heights.
Value bold strategies and are ready to implement them immediately.

AGENDA

Wednesday, Dec. 10

12:00PM - 4:00PM	Attendee Arrivals The Joule Hotel 1530 Main St Dallas, TX 75201
4:00PM - 6:00PM	Registration Fortnight Foyer
6:30PM - 9:00PM	Freedom Member/Partner Only Dinner *Sponsors are welcome Frankie's Downtown 1303 Main Street Dallas, TX 75202

Thursday, Dec. 11

7:00AM - 8:00AM	Breakfast Fortnight Foyer
8:00AM - 9:30AM	Session 1 Fortnight Ballroom
9:30AM - 9:45AM	Break
9:45AM - 11:30AM	Session 2
11:30AM - 12:45PM	Working Lunch with Carson M&A Fortnight Foyer
12:45PM - 1:00PM	Break
1:00PM - 2:30PM	Session 3 Fortnight Ballroom
2:30PM - 2:45PM	Break
2:45PM - 4:00PM	Session 4
4:00PM - 4:45PM	Break / Change for Activity
5:00PM	Shuttle to Activity
5:30PM - 8:30PM	Activity & Reception Lone Star Axe Throwing 440 Singleton Blvd Unit 140 Dallas, TX 75212
8:30PM	Shuttle Departs Back to the Hotel

Friday, Dec. 12

7:00AM - 8:00AM	Breakfast Fortnight Foyer
8:00AM - 9:30AM	Session 5 Fortnight Ballroom
9:30AM - 9:45AM	Break
9:45AM - 11:30AM	Session 6
11:30AM - 12:30PM	Lunch Fortnight Foyer
12:30PM - 2:00PM	Session 7
2:00PM	Departures

HERE'S EXACTLY WHAT YOU'RE GOING TO GET

Full Access to the 3-Day Workshop

($10,000 value)

High-impact sessions led by Matthew Jarvis, CFP, and Micah Shilanski, CFP, focused on practical, real-world strategies for scaling your advisory practice.

The Business Planning Workbook

($1,000 value)

A comprehensive tool to help you map out your 2025 goals, revenue targets, and action plans.

Extreme Accountability Partnering

($2,000 value)

Get matched with a partner who will keep you on track and ensure you execute your plans.

Exclusive Networking Opportunities

(Priceless)

Build relationships with a select group of ambitious advisors who share your commitment to growth and success.

Here's What Past Attendees Had to Say

FREQUENTLY ASKED QUESTIONS

What is the cost to be part of a Mastermind?

The cost for The Perfect RIA Masterminds is $1,997. Freedom members have access to three Masterminds as a benefit to membership.

Are accommodations included?

Getting to Dallas and your hotel are basically the only things not included. Meals, drinks, adventures, and of course, Extreme Accountability ARE all included.

You can book your stay at the Joule using this group link if you book by November 10th.

When should I arrive?

Please plan to arrive no later than the evening of December 10.

When should I plan to leave?

Please plan to depart in the afternoon of the December 12. Sessions will conclude at 2PM.